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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 27 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IQVIA HLDGS INC 6,309.0 $1.1M 0.01% -34.0 -0.5% $170.25
522 MFC MANULIFE FINL CORP Financial Services 31,164.0 $1.1M 0.01% NEW $33.91 +19.8%
523 ACGL ARCH CAP GROUP LTD Financial Services 10,972.0 $1.1M 0.01% -137.0 -1.2% $95.99 -5.0%
524 JKHY HENRY JACK & ASSOC INC Technology 6,664.0 $1.0M 0.01% -1K -13.5% $156.92 -19.6%
525 PRU PRUDENTIAL FINL INC Financial Services 10,682.0 $1.0M 0.01% -86.0 -0.8% $97.69 +9.0%
526 GIB CGI INC Technology 14,252.0 $1.0M 0.01% -2K -10.2% $72.85 -15.9%
527 AVY AVERY DENNISON CORP Industrials 6,084.0 $1.0M 0.01% -857.0 -12.3% $170.51 -6.9%
528 PTC PTC INC Technology 7,340.0 $1.0M 0.01% -10K -58.2% $141.23 -18.8%
529 CCI CROWN CASTLE INC Real Estate 12,755.0 $1.0M 0.01% -224K -94.6% $81.26 +1.0%
530 NTR NUTRIEN LTD Basic Materials 13,735.0 $1.0M 0.01% -25K -64.6% $75.35 -16.6%
531 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,261.0 $1.0M 0.01% +31.0 +0.6% $195.40 +13.1%
532 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14,437.0 $1.0M 0.01% $71.12 -13.4%
533 EME EMCOR GROUP INC Industrials 1,390.0 $1.0M 0.01% +7.0 +0.5% $737.18 +13.5%
534 WYNN WYNN RESORTS LTD Consumer Cyclical 10,250.0 $1.0M 0.01% -16K -61.2% $99.21 +6.4%
535 TECK TECK RESOURCES LTD Basic Materials 19,978.0 $1.0M 0.01% NEW $50.76 +26.8%
536 FCFS FIRSTCASH HOLDINGS INC Financial Services 5,467.0 $1.0M 0.01% -1K -18.8% $184.66 +23.0%
537 CCL CARNIVAL CORP Consumer Cyclical 38,667.0 $998K 0.01% -49K -56.0% $25.80 +19.7%
538 HBAN HUNTINGTON BANCSHARES INC Financial Services 63,742.0 $997K 0.01% +14K +27.9% $15.64 +7.8%
539 NRG NRG ENERGY INC Utilities 6,806.0 $992K 0.01% +780.0 +12.9% $145.75 -7.3%
540 EFA ISHARES MSCI EAFE ETF 10,377.0 $988K 0.01% -35K -77.3% $95.18 +9.7%
Page 27 of 37  ·  726 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%